Case studies

Property Purchase & Retirement Planning

Business owner Simon came to us for financial planning advice. He was looking to buy his commercial property and simultaneously plan for his own retirement.

Simon is a 46-year-old divorcee. He owns his limited company which has been trading profitably for over 10 years.

Simon owns his main residence, subject to mortgage. He has some modest savings and investments, as well as various pension plans that had been sold to him by different financial salespeople over the years.

Simon’s company owns the property that he trades from. However, there is a £50,000 business loan outstanding from his bank.

Simon was introduced to us by his accountant, who felt that he needed a review of his finances and some advice on retirement planning, seeing as the business was making decent profits.

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